TransUnion (NYSE:TRU) Receives $91.47 Consensus Price Target from Brokerages

Shares of TransUnion (NYSE:TRU – Get Free Report) have earned a consensus rating of “Moderate Buy” from the fourteen brokerages that are presently covering the firm, MarketBeat reports. Six investment analysts have rated the stock with a hold recommendation, seven have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price target among brokers that have updated their coverage on the stock in the last year is $91.60.

A number of research analysts have issued reports on TRU shares. Weiss Ratings cut TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 8th. Bank of America lowered their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, May 19th. Mizuho cut their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. decreased their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. Finally, UBS Group upped their target price on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research note on Thursday.

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Insider Buying and Selling

In related news, EVP Heather J. Russell sold 6,683 shares of the company’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $726,400.00. Following the sale, the insider owned 89,906 shares of the company’s stock, valued at $6,530,771.84. This represents a 10.01% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 31,166 shares of company stock valued at $2,257,982. 0.37% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On TransUnion

Institutional investors have recently modified their holdings of the stock. Dodge & Cox purchased a new position in shares of TransUnion during the 4th quarter worth about $843,952,000. Independent Franchise Partners LLP lifted its stake in TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares during the last quarter. State Street Corp boosted its position in shares of TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after buying an additional 50,232 shares during the period. Van ECK Associates Corp grew its stake in shares of TransUnion by 7.0% during the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after buying an additional 323,149 shares during the last quarter. Finally, Bessemer Group Inc. raised its holdings in shares of TransUnion by 5.8% in the fourth quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after buying an additional 205,449 shares during the period.

TransUnion News Summary

Here are the key news stories impacting TransUnion this week:

• Neutral Sentiment: UBS kept its neutral/hold view on TransUnion and raised its price target from $72 to $77, signaling only limited upside from current levels. UBS Sticks to Its Hold Rating for TransUnion (TRU)
• Neutral Sentiment: Mizuho also maintained a hold/neutral stance, but cut its price target from $88 to $77, which may temper enthusiasm despite the company’s recent stock gains. Mizuho Securities Keeps Their Hold Rating on TransUnion (TRU)
• Negative Sentiment: Insider selling by Todd Skinner and Steven M. Chaouki, both under pre-arranged 10b5-1 plans, could pressure sentiment a bit, even though the sales were relatively small versus their overall holdings and not necessarily a sign of concern. TransUnion (NYSE:TRU) Insider Todd Skinner Sells 1,000 Shares of Stock
• Neutral Sentiment: Recent coverage noted TransUnion’s shares rose sharply on July 2 and that the stock may still trade below some long-term value estimates, which supports the case that investors are still reassessing valuation after the move higher. A Look at TransUnion (TRU) After 5.2% Gain

TransUnion Price Performance

TRU stock opened at $78.25 on Friday. The firm has a market cap of $15.09 billion, a P/E ratio of 21.68, a P/E/G ratio of 1.38 and a beta of 1.55. The firm’s fifty day moving average is $69.77 and its 200 day moving average is $74.70. TransUnion has a 52 week low of $63.37 and a 52 week high of $99.39. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the company earned $1.05 EPS. TransUnion’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Research analysts predict that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a dividend of $0.125 per share. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s payout ratio is presently 13.85%.

About TransUnion

(Get Free Report)

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.

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